Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47513.43 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46118.58 Kr¶
PnL: ---------------------------------------> -769.99 Kr¶
DD now: ---------------------------------> -2.296 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 14:54:56.473414'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.050000 | 3140.800000 | 169.800000 | 5.720000 | 2971.000006 |
| HEBA B | 70 | -2.130000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.190000 | 426.200000 | 71.200000 | 20.060000 | 355.000000 |
| Corem Property Group B | 59 | -3.320000 | 636.020000 | 59.020000 | 10.230000 | 576.999999 |
| HMS Networks | 2 | -1.010000 | 708.400000 | 35.400000 | 5.260000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Eastnine | 4 | -0.630000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Coor Service Management Hold. | 8 | 0.510000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.500000 | 259.440000 | 13.440000 | 5.460000 | 246.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Midsona B | 63 | -2.080000 | 592.200000 | 9.200000 | 1.580000 | 582.999984 |
| Resurs Holding | 22 | -0.110000 | 583.000000 | 9.000000 | 1.570000 | 573.999998 |
| Norva24 Group | 16 | -4.280000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| Intrum | 4 | -0.560000 | 533.000000 | 6.000000 | 1.140000 | 527.000000 |
| MedCap | 2 | -1.160000 | 425.000000 | 4.000000 | 0.950000 | 421.000000 |
| Karnov Group | 9 | 1.360000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.070000 | 563.850000 | 1.850000 | 0.330000 | 562.000005 |
| Handelsbanken A | 5 | -1.750000 | 547.250000 | 1.250000 | 0.230000 | 546.000000 |
| Essity B | 2 | -0.830000 | 575.200000 | 1.200000 | 0.210000 | 574.000000 |
| AcadeMedia | 12 | 0.480000 | 557.520000 | 0.520000 | 0.090000 | 557.000004 |
| Creaspac SPAC | 6 | 0.000000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Essity A | 4 | -0.170000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| Nordea Bank Abp | 29 | -1.130000 | 3451.580000 | -2.420000 | -0.070000 | 3453.999992 |
| Swedbank A | 3 | -1.760000 | 560.100000 | -3.900000 | -0.690000 | 564.000000 |
| Securitas B | 6 | -1.230000 | 560.040000 | -9.960000 | -1.750000 | 570.000000 |
| Boozt | 12 | 0.220000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| CTEK | 13 | -1.190000 | 507.000000 | -27.000000 | -5.060000 | 533.999999 |
| Vivesto | 1368 | -1.930000 | 542.820000 | -70.180000 | -11.450000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.270000 | 519.000000 | -75.570000 | -12.710000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.740000 | 3748.500000 | -101.500000 | -2.640000 | 3850.000000 |
| SAAB B | 8 | -1.070000 | 3264.800000 | -112.200000 | -3.320000 | 3377.000000 |
| OX2 | 18 | -1.340000 | 1523.700000 | -140.300000 | -8.430000 | 1663.999992 |
| Axfood | 13 | -0.250000 | 3569.800000 | -186.200000 | -4.960000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.200000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | 0.170000 | 3031.600000 | -330.400000 | -9.830000 | 3361.999992 |
| TOTAL | 46118.580000 | -769.990000 | -2.29583% | 46888.564618 |
Updated:¶
'2023-01-13 14:55:08.838800'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
